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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,491 | $135,956-83.5% | $123,894-81.8% | $273,972-91.8% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.32% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,921 | $5,170-62.8% | $4,617-58.4% | $4,869-60.5% |
| Participant deferral / active EE | $2,579 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $9,650 | $9,817-1.7% | $8,357+15.5% | $10,133-4.8% |